Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
2,290
+2
+0.1% +$304 0.26% 88
2025
Q1
$336K Buy
2,288
+1
+0% +$147 0.27% 88
2024
Q4
$295K Sell
2,287
-56
-2% -$7.23K 0.23% 96
2024
Q3
$320K Buy
2,343
+2
+0.1% +$273 0.26% 92
2024
Q2
$239K Sell
2,341
-708
-23% -$72.4K 0.2% 101
2024
Q1
$270K Buy
3,049
+95
+3% +$8.43K 0.24% 93
2023
Q4
$270K Buy
2,954
+484
+20% +$44.2K 0.26% 93
2023
Q3
$193K Sell
2,470
-115
-4% -$9K 0.2% 100
2023
Q2
$216K Sell
2,585
-106
-4% -$8.87K 0.21% 98
2023
Q1
$237K Sell
2,691
-324
-11% -$28.5K 0.24% 98
2022
Q4
$302K Buy
3,015
+1
+0% +$100 0.32% 87
2022
Q3
$278K Sell
3,014
-12
-0.4% -$1.11K 0.31% 86
2022
Q2
$328K Sell
3,026
-60
-2% -$6.5K 0.35% 83
2022
Q1
$384K Hold
3,086
0.35% 82
2021
Q4
$458K Buy
+3,086
New +$458K 0.41% 77